Once a tried-and-true approach to investing, market observers have begun to cast doubt on the 60/40 portfolio approach, and with inflation and interest rates both on the rise, investors making changes are doing so with good reason.
Once a tried-and-true approach to investing, market observers have begun to cast doubt on the 60/40 portfolio approach, and with inflation and interest rates both on the rise, investors making changes are doing so with good reason.
Will this bear market end soon? Joe Tigay of Equity Armor and portfolio manager of a volatility-hedged equity strategy says there’s not many signs of it stopping just yet. Watch “Volatility 411” for his latest insights on oil prices, the Fed’s path forward, the chances of a recession, and more.
Vincent Deluard is the Global Macro Strategist for StoneX, where he advises institutional investors on asset allocation and risk management. He joined us for an awesome conversation that covered topics including:
Vincent Deluard is the Global Macro Strategist for StoneX, where he advises institutional investors on asset allocation and risk management. He joined us for an awesome conversation that covered topics including:
This week we had the pleasure of welcoming Bilal Hafeez, founder, CEO and Head of Research at Macro Hive, and the host of the Macro Hive Conversations podcast. We had a broad global macro conversation that included:
Our guest this week was Cullen Roche, CIO of Disciplined Funds, founder of Orcam Financial Group and author of Pragmatic Capitalism: What Every Investor Needs to Know About Money and Finance. We discussed topics that included:
This week we had the pleasure of hosting Mark Yaxley, founding partner of Strategic Wealth Preservation, which specializes in the acquisition and storage of precious metals for investors around the world. He also brought his team member Philip Zappacosta to the conversation.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
The Institute for Supply Management’s monthly survey of purchasing managers came in below expectations for August, while the Bureau of Labor Statistics jobs report indicated that nonfarm payrolls expanded by only 142,000 jobs during the month (against expectations of 161,000 jobs).
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